Estate Planning For the Newly Married

Needham Estate Planning

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate …

Continue ReadingEstate Planning For the Newly Married

Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the …

Continue ReadingLifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both